Help & docs

    Live on your calls in five minutes.

    Setup guides, FAQs, and an AI assistant in one place. Connect a dialer, load your playbook, and coach your first call today — or ask us anything.

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    Quickstart

    Three steps to your first cue

    STEP 01

    Connect your dialer

    Zoom, Meet, Aircall, or your dialer. No bot joins the call.

    STEP 02

    Load your playbook

    Drop in openers, objections, and competitor notes.

    STEP 03

    Coach a call

    Start a call and watch your first live cue.

    Browse by area

    Documentation

    Getting started

    Accounts, dialers, your first call, inviting the team.

    The Conductor

    Live cues, playbook setup, objection tuning, surfaces.

    The Vault & scorecards

    Rubrics, deal-risk flags, clips, CRM write-back.

    Admin & roles

    Accounts, roles, team invites, audit logs.

    API & webhooks

    Keys, events, the calls endpoint, rate limits.

    Security & data

    Encryption, retention, consent prompts, deletion.

    FAQ

    Common questions

    Can't find it? or email support@sellsig.com.

    Setup

    How does SellSig work on a call? ▼

    SellSig listens to your live call and puts the right cue on your rep's screen in under a second. No bot joins the call, and there's nothing for your rep to do — the coaching just shows up while the conversation is still happening.

    Do I need to install or change anything? ▼

    Connect your existing dialer or meeting tool (Zoom, Meet, or your softphone) and you're live in about five minutes. SellSig runs alongside whatever you already use — it doesn't replace your phone system.

    Does a bot join the call? ▼

    No. There's no meeting bot and no announcement — SellSig works in the background, so the call feels completely normal to your prospect.

    How fast are the cues? ▼

    Under a second from when SellSig hears the moment to when the cue is on screen — fast enough for your rep to use it before they respond, not after the call is lost.

    Which industries is it tuned for? ▼

    We ship playbooks for P&C insurance, Medicare, and real estate, and you can load your own openers, objections, and competitor notes for any sales motion.

    Live coaching

    What does the coaching actually look like? ▼

    A single, plain-language cue card on your rep's screen at the moment it matters — what to say next, which objection to handle, the question to ask. One thing at a time, not a wall of text.

    Can I customize the cues and playbook? ▼

    Yes. Load your openers, objection handling, competitor notes, and talk tracks, and the live coaching draws from them. The cues get sharper as you tune the playbook.

    Will it distract my reps? ▼

    It's designed to be glanceable — read, don't listen. There's no earpiece feed or manager whispering, just the right move on screen when there's a decision to make.

    Does SellSig replace my manager or my dialer? ▼

    No. It's the live coach that sits on top of the tools you already run. Your dialer still dials, your manager still manages — SellSig just makes sure the best move shows up on every call.

    Billing

    How does SellSig pricing work? ▼

    SellSig is sold as an annual plan sized to your team and the features you need. There's no public per-seat price — book a demo or talk to sales and we'll put together a quote and a rollout plan.

    How do I pay? ▼

    Plans are prepaid for the term, by invoice or card. Your account contact gets everything set up — there's no self-serve checkout to manage.

    Can I cancel anytime? ▼

    Plans are prepaid for the contract term, so there's no month-to-month cancellation — your access runs through the term you've paid for. When it comes up for renewal, that's a conversation with your account contact.

    Do you offer refunds? ▼

    Because plans are prepaid for the term, we don't do partial-term refunds. If something isn't working for your team, reach out — we'd much rather fix it than leave you stuck.

    Is there a free trial? ▼

    We don't offer a self-serve free trial, but we'll run a guided pilot with your team so you can see SellSig on real calls. Book a demo to set one up.

    Privacy & data

    Does SellSig record or store my calls? ▼

    No. SellSig doesn't record your calls or keep a transcript. It listens live to coach in the moment, then it's gone — there's no SellSig recording, transcript, or playback to manage.

    What if we need a recording for compliance or evidence? ▼

    Your call system keeps that record — most teams already run one (for example, a compliance recorder like their dialer). SellSig sits alongside it as the live coach and deliberately doesn't duplicate the recording, which keeps recording, retention, and consent obligations with the system you already use for them.

    Do you train AI on our conversations? ▼

    Never. Because we don't retain your calls, there's nothing to train on — and your conversations are never fed into a shared or other-customer model. Your calls coach your team, full stop.

    Who at SellSig can listen to our calls? ▼

    No one. There are no recordings to review and no one listening in. The live coaching happens automatically, and the conversation stays between your rep and your prospect.

    How does this fit GDPR and data-privacy rules? ▼

    Data-minimization is the design: we don't store your call content, which sidesteps most retention and deletion concerns. For the account data we do hold, you can request export or deletion at any time.

    Stuck on setup?

    Ask the assistant for an instant answer, or open a ticket and a human replies in under two hours on business days.

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